Academy

Use HubSpot's integration with SurveyMonkey

Last updated: August 6, 2018

HubSpot's integration with SurveyMonkey allows you to use SurveyMonkey data in HubSpot to segment and qualify your contacts. In this article, you'll find steps for turning on the integration and deploying SurveyMonkey surveys within HubSpot.

Turn on the integration

First, turn on the SurveyMonkey integration:

In your HubSpot account, click your account name in the top right corner, then click Integrations.

Click the All integrations tab, then hover over the SurveyMonkey integration and click View integration.

Click Connect to SurveyMonkey.

In the window that appears, enter your SurveyMonkey credentials and click LOG IN.

On the next screen, click Authorize to give HubSpot permission to access your SurveyMonkey account.

Begin syncing respondent data

In your HubSpot account, click your account name in the top right corner, then click Integrations.

Click the More dropdown menu to the right of SurveyMonkey and select View details.

If you have created SurveyMonkey surveys, they will appear here. If you haven't created any surveys yet, click the Create your first survey on SurveyMonkey to go to your SurveyMonkey account and set up a survey. You can collect survey responses in HubSpot with either an email invitation collector or a web link collector survey.

If you're using aweb link collector survey, youmustask your respondents for their email address as thefirst questionin the survey. The question must be in English and include the wordemail. Using the contact information field set with only theEmail addresssection present will not register respondents in HubSpot; the field type must be single textbox.

If you're using anemail invitation collectorsurvey, your survey takers must access the survey via the survey link in the email they receive, sent from SurveyMonkey, which is unique to their email address.Additionally, you do not need to have an email address field on your survey, since SurveyMonkey automatically grabs that information from the referral URL.

Please note: if you have a Basic or Standard (Select) SurveyMonkey account, you can only use an email invitation collector to pass data to HubSpot. SurveyMonkey Advantage (Gold) and Premier (Platinum) users can use email invitation collector surveys and web link collector surveys. Read more about SurveyMonkey's plans.

To begin syncing respondents to a survey, click to toggle the switch onin the Sync column.

View SurveyMonkey data in HubSpot

If there are already respondents on your survey, HubSpot will sync that data, along with any respondent data going forward while the sync is turned on. HubSpot will check for new submissions every 7 to 10 hours. Any new email addresses will be created as new contacts in HubSpot; existing contacts will have the survey data added to their existing contact record.

Respondent responses will not be added as contact properties; however you will be able to view and segment the data on individual contact records and in lists.

View SurveyMonkey data on an individual contact record

In your HubSpot account, navigate to Contacts > Contacts.

Click the name of a contact.

At the top of the contact's timeline, click Filter activity, then check the SurveyMonkey box..

SurveyMonkey responses will now appear as activities on your contacts' timelines. If you have an annual paid SurveyMonkey plan, the timeline event will show a breakdown of your contacts' responses to specific questions.

Segment contacts based on SurveyMonkey activity in lists:

Click thepencil icon editat the top left and name the list, then click thedropdown at the upper left and choose whether it should be anActive list orStatic list.

In the Filterssection on the left, click theSurveyMonkey response radio button.

Select a survey from the Contact has responded to survey dropdown menu or theContact has not responded to survey dropdown menu if you'd like to see a list of contacts who have not yet responded.

If you're on an annual paid SurveyMonkey plan, you can further segment the list based on specific responses to the survey. Choose a question from the survey in theand the response to dropdown, then set the response criteria.

When you're done setting up your criteria, click Done at the bottom.

Add additional criteria to your list if needed, then clickSave at the top right.

View SurveyMonkey data in Salesforce (Salesforce integration)

If you also have the Salesforce integration turned on in HubSpot (Marketing Hub Professional, Enterprise,Sales HubProfessional, and Service Hub Professionalonly), SurveyMonkey responses will also appear as activities in the HubSpot Visualforce window in Salesforce for your leads and contacts. Learn how toadd the HubSpot Visualforce window to your page layouts if you haven't done so already.